Bogleheads University 501 2023 - Roth Conversion and Retirement Tax Planning with Wade Pfau

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Published 2023-12-23
Wade Pfau shares strategies for minimizing your taxes in retirement, through managing your tax rates and strategic use of Roth conversions.

Recorded on October 13, 2023.

Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.

The Bogleheads University Courses can be found at boglecenter.net/bogleheads-university/. Slides and transcripts are also available.

The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.net/2023conference/

The John C. Bogle Center for Financial Literacy (boglecenter.net/) is a non-profit organization dedicated to improving financial literacy.

The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.

The Center envisions a world of well-informed, capable, and empowered investors.

Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.

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Investors can get started here: www.bogleheads.org/wiki/Getting_started

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